James Richard Shirak

Executive Vice President at Boyd Watterson Asset Management LLC

James Richard Shirak

James Richard Shirak

Executive Vice President at Boyd Watterson Asset Management LLC

Overview
Career Highlights

Sterling Asset Management Co., Inc.

RelSci Relationships

110

Number of Boards

1

Contact Data
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Relationships
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Former Chief Executive Officer, Chief Investment Officer at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Managing Partner, National Director of Sales & Marketing at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Former President at Duff & Phelps Investment Management Co.

Relationship likelihood: Strong

Executive Vice President, Director of Portfolio Management & Trading at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Executive Vice President at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Executive Vice President, Deputy Chief Investment Officer at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Executive Vice President, Chief Investment Officer & Portfolio Manager, Real Estate at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Managing Partner, Director of Client Service at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Executive Vice President/Chief Operations Officer at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Senior Vice President & Head of Asset Management at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

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James Richard Shirak
Executive Vice President at Boyd Watterson Asset Management LLC
Education
BS

Ohio University is a major U.S. public research university located on a 1,850-acre campus in Athens, Ohio, United States. Founded in 1804, it was the first university established in the former Northwest Territory and Ohio, and is the ninth oldest public university in the United States. Five regional campuses and e-learning programs further extend educational access and opportunity to students across southern Ohio and bring the total student population to more than 35,000.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member
Current

The mission of CFA Society Cleveland is to promote professional development, ethics, and awareness through outreach to and engagement with the financial community. The vision of CFA Society Cleveland is to be a vibrant and widely recognized organization servicing investment professionals as the premiere resource for professional development and networking. CFA Society Cleveland was founded in 1950 and provides investment related programs and services to its Northeast Ohio-based membership. The CFA Society Cleveland has 479 members, and is a member society of CFA Institute.

Career History
Executive Vice President
2006 - Current

Boyd Watterson Asset Management offers a variety of fixed-income, equity and customized products to institutions, individuals and sponsor programs.^^The firm's fixed-income portfolios typically include the following types of securities: US Treasury and agency securities; domestic and international investment grade and high yield corporate securities; mortgage-backed securities; asset-backed securities; municipal securities; and preferred stock. Their fixed-income investment philosophy is based on fundamental economic analysis, technical interest rate analysis and credit research. Boyd Waterson's economic outlook leads to strategy decisions that reflect their views on interest rates, trends in volatility and relative value among market sectors.^^Boyd Watterson's equity investment philosophy is based on fundamental analysis, both at the macro-economic level and company-specific level. Their investment decisions are based on long-term projections of economic growth and earnings cycles. The firm's Global Macro investment philosophy is based on fundamental macro-economic research, focusing particularly on growth and inflation. Their views on growth and inflation help to determine their exposure to global financial markets and their allocation among the various asset classes (e.g., equities, fixed-income, real estate, commodities and currencies), which they achieve through investing in ETFs.

Founding Partner
Prior - 1999

Sterling Asset Management Co., Inc. is an American private company located in Menands, NY. The firm provides investment advice. It was founded by John Edwin Burns and Janie Lehman.

Senior Investment Officer
Prior

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the operating companies of Lincoln Financial Group had assets under management of $174 billion as of September 30, 2012. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life, disability and dental insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services

Political Donations
$667
2005
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